Purchases and Sales Made in Q4 2021 in Ishares Russell 2000 Gwt ETF (IWO)
This table provides information about the institutional ownership of Ishares Russell 2000 Gwt ETF (IWO) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 GWT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
11.8K+ 4.12% |
$3.29M - $3.85M
|
297K
$92.8M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.6K+ 2.39% |
$3.25M - $3.8M
|
498K
$156M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10.9K+ 5.54% |
$3.06M - $3.57M
|
208K
$65M
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.9KNew |
$3.05M - $3.56M
|
10.9K
$3.4M
|
|
Feb 14, 2022
Q4 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
10.8KNew |
$3.04M - $3.55M
|
10.8K
$3.39M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
10.8K+ 3.33% |
$3.03M - $3.54M
|
335K
$105M
|
|
Feb 14, 2022
Q4 2021
|
Sandler Capital Management
New York, NY |
BUY
|
- |
10.5KNew |
$2.94M - $3.44M
|
10.5K
$3.28M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.3K+ 18.46% |
$2.87M - $3.36M
|
65.9K
$20.6M
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
9.74KNew |
$2.73M - $3.19M
|
9.74K
$3.04M
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.36K+ 5.26% |
$2.62M - $3.06M
|
187K
$58.6M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.22K+ 12.43% |
$2.58M - $3.02M
|
83.4K
$26.1M
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
9.11K+ 342.25% |
$2.55M - $2.98M
|
11.8K
$3.68M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.98K+ 156.85% |
$2.51M - $2.94M
|
14.7K
$4.6M
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
BUY
|
- |
8.72K+ 984.09% |
$2.44M - $2.85M
|
9.61K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
8.42KNew |
$2.36M - $2.76M
|
8.42K
$2.63M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
7.84KNew |
$2.19M - $2.57M
|
7.84K
$2.45M
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.77KNew |
$2.18M - $2.54M
|
7.77K
$2.43M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
7.52KNew |
$2.11M - $2.46M
|
7.52K
$2.35M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
7.5KNew |
$2.1M - $2.46M
|
7.5K
$2.35M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48K+ 9.64% |
$2.09M - $2.45M
|
85K
$26.6M
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7.12KNew |
$1.99M - $2.33M
|
7.12K
$2.23M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
6.96K+ 5.3% |
$1.95M - $2.28M
|
138K
$43.2M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.76KNew |
$1.89M - $2.21M
|
6.76K
$2.11M
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
6.66K+ 52.75% |
$1.87M - $2.18M
|
19.3K
$6.03M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
6.55K+ 7.41% |
$1.83M - $2.14M
|
95K
$29.7M
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.41K+ 103.84% |
$1.79M - $2.1M
|
12.6K
$3.93M
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.34K+ 2.2% |
$1.78M - $2.08M
|
295K
$92.3M
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
5.89KNew |
$1.65M - $1.93M
|
5.89K
$1.84M
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.83KNew |
$1.63M - $1.91M
|
5.83K
$1.82M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
5.48KNew |
$1.53M - $1.79M
|
5.48K
$1.71M
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.45KNew |
$1.53M - $1.79M
|
5.45K
$1.71M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.4KNew |
$1.51M - $1.77M
|
5.4K
$1.69M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
5.32K+ 191.46% |
$1.49M - $1.74M
|
8.09K
$2.53M
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5.3KNew |
$1.48M - $1.73M
|
5.3K
$1.66M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
5.1K+ 111.41% |
$1.43M - $1.67M
|
9.67K
$3.02M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
5.01KNew |
$1.4M - $1.64M
|
5.01K
$1.57M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.99KNew |
$1.4M - $1.63M
|
4.99K
$1.56M
|
|
Feb 14, 2022
Q4 2021
|
Bamco Inc
New York, NY |
BUY
|
- |
4.52KNew |
$1.27M - $1.48M
|
4.52K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.51K+ 71.54% |
$1.26M - $1.48M
|
10.8K
$3.38M
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
BUY
|
- |
4.4KNew |
$1.23M - $1.44M
|
4.4K
$1.38M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.14K+ 244.01% |
$1.16M - $1.35M
|
5.83K
$1.82M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.01K+ 159.4% |
$1.12M - $1.31M
|
6.53K
$2.04M
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
3.95KNew |
$1.11M - $1.29M
|
3.95K
$1.24M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.91K+ 296.13% |
$1.09M - $1.28M
|
5.23K
$1.63M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.82K+ 11.84% |
$1.07M - $1.25M
|
36.1K
$11.3M
|
|
Feb 15, 2022
Q4 2021
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
3.73KNew |
$1.04M - $1.22M
|
3.73K
$1.17M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.7KNew |
$1.04M - $1.21M
|
3.7K
$1.16M
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
3.66KNew |
$1.02M - $1.2M
|
3.66K
$1.14M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.6KNew |
$1.01M - $1.18M
|
3.6K
$1.12M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 47.43% |
$1M - $1.17M
|
11.1K
$3.48M
|